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Events
Macquarie: Deglobalisation the next inflection point in real assets
Global governments are partnering with private investors to boost their domestic infrastructure and become more self-sufficient in a geopolitically fragmented world, according to Ben Way, global head of Macquarie Asset Management, who said that constrained public balance sheets are increasingly reliant on private capital to meet their infrastructure needs.
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Khosla warns of disrupted decade before AI boom brings abundance
AI will deliver a five-year burst of productivity and cost cutting before a deflationary decade reshapes the global economy, according to legendary venture capitalist Vinod Khosla.
Managing fat tails and risks in the face of contradictory signals
Global investors face the difficult task of setting asset allocation in an environment where the global macro-economic backdrop suggests chaos and downside risk but markets continue to perform strongly.
Risk takers vs scalers: Investors split on where to access innovation
Investors are still split on whether it’s better to hunt for innovative companies in the public or private markets. But the biggest consideration for investing in new technologies might have more to do with liquidity.
Behind Norges’ search for pure alpha
Despite uncertainties, Norges Bank is tipping that the US stock market will continue to outperform Europe in the next two decades. The mammoth fund also explained how it carved out a $90 billion pure alpha portfolio from passive investments, overseen only by 8 portfolio managers.
Future AI winners will command hardware, training data power
The current versions of AI are helpful at the “partial automation” of tasks, but the last mile of training to reach “full automation” will come with a dramatic escalation of costs. For investors who want to place their capital most effectively, there are some ways to spot an AI winner.
US-China war the only real threat to portfolios: Kotkin
The second Trump administration has given investors plenty to worry about – tax changes, tariffs and diplomatic chaos among other concerns. But geopolitics expert Stephen Kotkin said the only real danger that will obliterate any portfolio is an US-China war.
